Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,549 shares of SPSM stock, worth $343,404. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,549

Previous 7,811 3.35%

Holding current value

$343,404

Previous $324,000 5.86%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$41.02 - $46.01 $10,747 - $12,054	-262 Reduced 3.35%	7,549 $343,000
Q2 2024 Jul 18, 2024	SELL	$39.75 - $43.15 $7,433 - $8,069	-187 Reduced 2.34%	7,811 $324,000
Q1 2024 May 20, 2024	BUY	$39.85 - $43.04 $318,720 - $344,233	7,998 New	7,998 $344,000
Q4 2023 Jan 12, 2024	SELL	$34.3 - $42.83 $2,778 - $3,469	-81 Reduced 1.07%	7,506 $316,000
Q3 2023 Oct 11, 2023	SELL	$36.35 - $41.02 $8,578 - $9,680	-236 Reduced 3.02%	7,587 $279,000
Q2 2023 Jul 12, 2023	BUY	$35.57 - $38.94 $52,999 - $58,020	1,490 Added 23.53%	7,823 $303,000
Q1 2023 Apr 18, 2023	BUY	$36.04 - $42.08 $14,632 - $17,084	406 Added 6.85%	6,333 $239,000
Q4 2022 Jan 25, 2023	BUY	$34.79 - $39.85 $206,200 - $236,190	5,927 New	5,927 $0
Q2 2022 Jul 26, 2022	BUY	$34.83 - $42.53 $193,794 - $236,636	5,564 New	5,564 $200,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History